Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.22%
3 year
11.09%
5 year
10.12%
10 year
10.01%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
12.24%
Sharpe
0.96
Sortino
1.66
Max drawdown
-24.37%
Best month
13.20%
Worst month
-15.15%
Beta vs VTSAX
0.81
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.